WFA
WestHill Financial Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Buy |
5,336
+24
| +0.5% | +$3.44K | 0.16% | 33 |
|
|
2025
Q1 | $889K | Sell |
5,312
-223
| -4% | -$37.3K | 0.2% | 32 |
|
|
2024
Q4 | $802K | Sell |
5,535
-286
| -5% | -$41.4K | 0.18% | 32 |
|
|
2024
Q3 | $857K | Sell |
5,821
-43
| -0.7% | -$6.33K | 0.19% | 32 |
|
|
2024
Q2 | $917K | Sell |
5,864
-27
| -0.5% | -$4.22K | 0.22% | 28 |
|
|
2024
Q1 | $929K | Buy |
5,891
+31
| +0.5% | +$4.89K | 0.23% | 27 |
|
|
2023
Q4 | $874K | Sell |
5,860
-744
| -11% | -$111K | 0.23% | 27 |
|
|
2023
Q3 | $1.11M | Buy |
6,604
+419
| +7% | +$70.6K | 0.32% | 23 |
|
|
2023
Q2 | $973K | Buy |
6,185
+13
| +0.2% | +$2.05K | 0.28% | 25 |
|
|
2023
Q1 | $1.01M | Sell |
6,172
-88
| -1% | -$14.4K | 0.3% | 24 |
|
|
2022
Q4 | $1.12M | Sell |
6,260
-1,343
| -18% | -$241K | 0.36% | 22 |
|
|
2022
Q3 | $1.09M | Sell |
7,603
-485
| -6% | -$69.7K | 0.37% | 23 |
|
|
2022
Q2 | $1.17M | Sell |
8,088
-639
| -7% | -$92.5K | 0.39% | 22 |
|
|
2022
Q1 | $1.42M | Sell |
8,727
-2,621
| -23% | -$427K | 0.41% | 21 |
|
|
2021
Q4 | $1.33M | Buy |
11,348
+4,341
| +62% | +$510K | 0.38% | 23 |
|
|
2021
Q3 | $711K | Buy |
+7,007
| New | +$711K | 0.22% | 29 |
|
|
2021
Q1 | $922K | Sell |
8,795
-661
| -7% | -$69.3K | 0.33% | 24 |
|
|
2020
Q4 | $799K | Buy |
+9,456
| New | +$799K | 0.31% | 22 |
|